GESIX Mutual Fund

GESIX Mutual Fund

NAV$19.17
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Returns Overview

1 Month
-0.57%
3 Months
+2.28%
6 Months
+4.51%
YTD
+5.94%
1 Year
+2.92%
3 Years (annualized)
+9.27%
5 Years (annualized)
+6.96%
10 Years (annualized)
+8.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GESIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.94%
Peer Avg (YTD)
+14.11%
vs Peers
-8.17%

GESIX Mutual Fund Performance

GESIX performance across multiple time periods: 1-month -0.57%, YTD 5.94%, 1-year 2.92%, 3-year 9.27%, 5-year 6.96%, 10-year 8.78%.

GESIX returns trail the peer average of 14.11% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

GESIX vs another fund shows side-by-side returns. GESIX alternatives are available in the Mutual Fund Screener.